Published on 09 Nov 2012
| Took place at The Duxton Hotel, Perth, WA
So the government has changed Super again! Is it still worthwhile to invest in superannuation? These are the questions that your clients are no doubt asking. This seminar gave attendees all the strategies to effectively manage your clients SMSF to ensure they are getting the maximum benefit for what they are allowed to contribute.
This seminar covered strategies for:
maximising superannuation balances, and paying them out efficiently and effectively
What to do when your client no longer wants to manage their own super?
How to use an SMSF effectively for estate planning and what happens when the member passes?
Get a 20% discount when you buy all the items from this event.
Contributions: Tricks, traps and strategies presentation
This paper discusses the introduction of the new 15% contribution 'charge' for high income earners and the emergence of alternative funding strategies in a low contribution cap environment. The way the 15% contribution charge will be assessed and collected is discussed along with the excess concessional contribution refunding measure which has recently been passed into law. This paper also addresses recent AAT cases involving excess contributions and the outlook for off-market transfers in the wake of recent Government announcements. The ATO’s compliance approach to in-specie contribution reserving strategies and the use of contribution suspense accounts is also covered along with many other topical contribution issues.
SMSFs and related party transactions: Issues and opportunities
Related parties and the rules that control the nature of a SMSF's interaction with them would probably if surveyed amongst superannuation professionals be an area of superannuation law that is in practice the most complex to deal with and understand.There are many misconceptions about how these rules apply. This paper runs through a number of case studies to identify opportunities and also to highlight issues of concern.
With the ability for taxpayers to commence a pension upon attaining their preservation age, there are numerous opportunities and strategies available to consider. However, pension strategies within a fund also need to be considered carefully in light of the minimum (and maximum) pension requirements, as well as the estate planning implications. This paper outlines some of the main strategies with respect to pensions, as well as the areas to be aware of and consider in detail to ensure that the advantages of such strategies are not lost.